Whether you create tasks for yourself or a teammate assigns them to you, you can manage your Breezy to-do list in several places.
Task Management is available to customers on all paid plans.
You can find your tasks on:
Tasks on the dashboard
On your dashboard, you'll see a list of incomplete tasks assigned to you. Just click the checkmark to mark a task as done, or click its name to see more details.
Tasks in the global sidebar
In the global tasks view (from the left sidebar), you can see the tasks assigned to you, as well as the tasks you've assigned to others
To view tasks:
Click Tasks in the left sidebar.
Click an option on the left of the screen:
My Tasks for tasks assigned to you
Created by Me for tasks you created for yourself or others
Just click the checkmark to mark a task as done, click its name to see more details, or toggle to see completed tasks.
Tasks by position
You can access tasks related to a position from the Tasks tab of the position view. Hiring Members can see the tasks they have created or that are assigned to them, while Hiring Managers can see all tasks associated with the position.
To view tasks:
Click Positions/Pools in the left sidebar.
Open the correct position.
Click Tasks near the top-right corner of the window.
Click an option on the left of the screen:
My Tasks for tasks assigned to you
Created by Me for tasks you created for yourself or others
Automated Tasks for tasks created by stage actions
Just click the checkmark to mark a task as done, click its name to see more details, or toggle to see completed tasks.
Tasks by candidate
You can access tasks related to a specific candidate from the Tasks tab of the candidate’s profile.
To view tasks:
Open the candidate’s profile.
Click Tasks near the top-right corner of the window.
Click the assignment dropdown near the top of the window.
Choose an option from the dropdown
My Tasks for tasks assigned to you
Created Tasks for tasks you created for yourself or others
Team Tasks for tasks across the hiring team
Just click the checkmark to mark a task as done, or click its name to see more details.
